Client Implementation - Business Analysis - Senior Associate

Job Description:

We are seeking a skilled, dynamic, detailed oriented and proactive Tech Operations Analyst to join our Middle Office team, focusing on client management. In this role, you will be responsible for analyzing, improving, and ensuring the efficient management of client-related processes and workflows within the middle office function. You will serve as the key point of contact between clients, the front office, and operational teams, ensuring client requirements are met, operational processes are optimized, and service delivery is of the highest quality. You will play a critical role in optimizing processes, providing technical support, troubleshooting system issues, and ensuring the seamless integration of trading, risk management, and operational systems.

Key Responsibilities:

• Collaborate with internal teams (e.g., Front Office, Risk, Operations) to gather and define client requirements, ensuring alignment with business and operational processes.
• Provide day-to-day support for middle office technology platforms, including trade processing systems, risk management tools, reconciliation systems, and reporting platforms.
• Work closely with the Front Office, Back Office, and IT teams to ensure system efficiency and smooth operational flow.
• Analyze and map out current middle office processes, identifying inefficiencies, gaps, and opportunities for improvement in client services and operational workflows.
• Work closely with clients to understand their needs, providing regular updates and addressing any issues or concerns in a timely manner.
• Develop and maintain detailed documentation, including business requirements, process flows, and system specifications related to client management.
• Act as a liaison between clients and internal teams to ensure smooth communication, issue resolution, and successful implementation of new processes or technologies.
• Conduct data analysis to provide insights into client performance, identify trends, and support decision-making.
• Monitor and maintain data feeds, transaction flows, and system reconciliations to ensure accurate processing of trades, P&L, and risk data.
• Monitor and ensure the accuracy and timely processing of client transactions, reporting, and reconciliations.
• Support the implementation of new systems, enhancements, or product integrations to improve middle office operations and increase operational efficiency.
• Participate in the design, testing, and roll-out of system upgrades and patches, ensuring minimal disruption to day-to-day operations.
• Ensure adherence to operational workflows, including timely resolution of issues and escalations related to system functionality, trade lifecycle, and reporting.
• Maintain up-to-date documentation for system configurations, processes, and troubleshooting procedures.
• Collaborate with internal teams (e.g., trading, risk management, compliance) to understand business requirements and ensure systems meet operational needs.
• Assist in coordinating client onboarding, service enhancements, and ongoing relationship management efforts.
• Provide training and guidance to internal stakeholders regarding client-specific requirements, processes, and systems.
• Lead or participate in special projects focused on improving client-facing processes, technology integration, and service delivery.

Qualifications:

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 4+ years of experience in business analysis within financial services, preferably in middle office, client management, or operations.
• Strong understanding of middle office functions, including trade processing, risk management, and reconciliation.
• Experience working directly with clients and managing client relationships in a financial context.
• Proficiency in business analysis tools and techniques, such as requirements gathering, process mapping, and gap analysis.
• Strong analytical skills with experience using Excel, SQL, and other data analysis tools.
• Excellent communication and interpersonal skills, with the ability to manage relationships with both internal teams and external clients.
• Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
• Detail-oriented with a focus on accuracy and quality.
• Knowledge of financial products (equities, fixed income, derivatives) and operational workflows.

Preferred Skills:

• Experience with project management methodologies (e.g., Agile, Waterfall).
• Familiarity with process automation and tools (e.g., RPA, Python scripting).
• Knowledge of industry regulations and compliance standards.
• Familiarity with client reporting tools, CRM systems, and financial market data platforms (e.g., Bloomberg, Reuters).
• Experience working with cloud-based technologies and data integration platforms.
• Familiarity with service management platforms (e.g., ServiceNow, JIRA).

Working Environment:

• A fast-paced and collaborative team environment, with frequent interaction with both internal teams and clients.
• Opportunities to contribute to business process improvement and client satisfaction.
• A chance to drive the implementation of new technologies and enhance operational efficiencies for clients.

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